SBI Savings Fund - Regular Plan - Growth

Fund House: SBI Mutual Fund
Category: Debt: Money Market
Launch Date: 01-07-2004
Asset Class: Fixed Income
Benchmark: CRISIL Money Market Fund BI Index
TER: 0.76% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 22,979.32 Cr As on (30-04-2024)
Turn over: - | Exit Load: Exit load of 0.10% if redeemed within 3 days

38.2525

7.0%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE Liquid Rate Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 9 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To mitigate risk and generate regular returns by investing in floating rate debt securities, fixed rate securities, derivative and money market instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 0.57
Sharpe Ratio -0.14
Alpha 2.46
Beta 1.27
Yield to Maturity 7.66
Average Maturity 0.67

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI Savings Fund - Regular Plan - Growth 01-07-2004 6.99 6.52 5.35 5.55 6.6
Aditya Birla Sun Life Money Manager Fund - Growth 10-10-2005 7.55 7.08 5.89 6.12 7.01
Aditya Birla Sun Life Money Manager Fund - Retail Growth 05-06-2003 7.55 7.08 5.9 6.13 7.01
UTI MMF - Regular Plan - Growth Option 01-07-2009 7.53 7.04 5.89 5.98 6.91
Nippon India Money Market Fund-Growth Plan-Growth Option 01-06-2005 7.52 7.05 5.91 6.0 6.91
Tata Money Market Fund-Regular Plan - Growth Option 20-05-2003 7.5 7.02 5.85 6.03 6.12
ICICI Prudential Money Market Fund Option - Growth 01-03-2006 7.48 6.99 5.8 5.95 6.87
Axis Money Market Fund - Regular Plan - Growth Option 05-08-2019 7.46 6.98 5.82 - -
Kotak Money Market Fund - (Growth) 14-07-2003 7.46 6.97 5.84 5.86 6.85
HDFC Money Market Fund - Growth Option 05-11-1999 7.42 6.93 5.78 6.05 6.84

Scheme Characteristics

Investment in Money Market instruments having maturity upto 1 year.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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